Ep. 24 30 Lessons From 30 Years As A Wealth Advisor

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Ep. 24 30 Lessons From 30 Years As A Wealth Advisor

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I can still remember that morning in March 1994 when I walked into my new office and began my career as an advisor. While the majority of the people who started with me in my rookie training class didn't make it- (the failure rate is quite high), this year in 2024, I’m proud to celebrate my 30th anniversary as a wealth advisor.

I’d like to think that I have learned a few good lessons throughout my career so I thought that in honour of my 30 years as a wealth advisor I’d dedicate this episode to sharing my top 30 lessons for investor success.

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